Determine what features they value in a savings account and then conduct online research to determine which accounts best meet their needs. They compare and then select which savings account would be best for them.
Conduct online research on different kinds of saving accounts including OSAs, CDs, and more. Students will then use their knowledge to make recommendations on which type of saving account they think people in three different scenarios should use.
Research Ronald Read, the janitor who made over $8M through saving and investing. They will crunch the numbers for how he did it, and look for saving and investing tips they can use to match his success.
In this Case Study, a recent college graduate, Jocelyn, prepares for a meeting with her financial adviser. She has developed short, medium and long-term savings goals to purchase a car, a home and an early retirement. She has a choice to make after her adviser makes specific investment recommendations.
In this Case Study, students will learn about two high school friends with very different savings habits. Samuel is a super saver but not happy about it. Juan Carlos, with no history of saving, learns suddenly that he will need to develop a savings plan for college.
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